We are live on ! Find out more
CSWC icon

Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$1.4M +$128K +6,962 +11%
Morgan Stanley
27
Morgan Stanley
New York
$1.27M +$531K +28,830 +81%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.22M +$1.14M +61,742 New
PI
29
Putnam Investments
Massachusetts
$1.03M +$26.2K +1,420 +3%
MAA
30
Mraz Amerine & Associates
California
$1.01M -$1.22K -66 -0.1%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$907K
RWA
32
Redmont Wealth Advisors
Illinois
$897K +$838K +45,473 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$883K +$216K +11,714 +35%
Wells Fargo
34
Wells Fargo
California
$877K +$281K +15,273 +52%
CSC
35
Caldwell Sutter Capital
California
$852K
EMFAT
36
Emerald Mutual Fund Advisers Trust
Pennsylvania
$798K
UBS Group
37
UBS Group
Switzerland
$781K +$63.9K +3,466 +10%
Osaic Holdings
38
Osaic Holdings
Arizona
$753K +$266K +14,410 +61%
CSS
39
Cubist Systematic Strategies
Connecticut
$753K +$704K +38,196 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$744K +$45.7K +2,482 +7%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$728K -$37K -2,008 -5%
AR
42
Advisory Research
Illinois
$726K -$104K -5,626 -13%
KAS
43
Kestra Advisory Services
Texas
$696K -$37.2K -2,021 -5%
Canada Life
44
Canada Life
Manitoba, Canada
$602K +$25.9K +1,405 +5%
CWM
45
Cornerstone Wealth Management
Missouri
$573K +$40.9K +2,219 +8%
ASFA
46
All Season Financial Advisors
Colorado
$551K +$811 +44 +0.2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$534K +$91.2K +4,951 +22%
Corient Private Wealth
48
Corient Private Wealth
Florida
$487K -$18.3K -993 -4%
FDS
49
First Dallas Securities
Texas
$444K
MC
50
Muzinich & Co
New York
$422K +$394K +21,386 New